+2,883.5%
GE vs SMTC
+62,999.7%
-60,116.2%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +9.2% | -8.1% | 0.0% |
| 7D | -1.6% | +12.7% | -14.3% | -3.1% |
| 30D | -11.6% | +22.0% | -33.5% | -14.1% |
| 3M | +3.0% | -12.7% | +15.7% | +3.2% |
| 6M | -0.5% | +64.8% | -65.3% | -8.7% |
| YTD | +9.7% | +100.7% | -91.0% | -1.9% |
| 1Y | +20.0% | +146.9% | -126.9% | +4.2% |
| 3Y | +275.8% | +456.8% | -181.0% | +179.0% |
| 5Y | +429.1% | +89.2% | +339.8% | +337.5% |
| 10Y | +151.2% | +426.9% | -275.7% | +82.2% |
| All | +2,883.5% | +62,999.7% | -60,116.2% | +1,652.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SMTC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling